JPLA
Joseph P. Lucia & Associates’s Dorchester Minerals DMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-100
| Closed | -$2K | – | 593 |
|
|
2021
Q2 | $2K | Sell |
100
-570
| -85% | -$11.4K | ﹤0.01% | 507 |
|
|
2021
Q1 | $9K | Hold |
670
| – | – | ﹤0.01% | 365 |
|
|
2020
Q4 | $7K | Buy |
+670
| New | +$7K | ﹤0.01% | 357 |
|
|
2020
Q3 | – | Sell |
-1,240
| Closed | -$16K | – | 171 |
|
|
2020
Q2 | $16K | Hold |
1,240
| – | – | 0.01% | 258 |
|
|
2020
Q1 | $12K | Sell |
1,240
-200
| -14% | -$1.94K | 0.01% | 266 |
|
|
2019
Q4 | $28K | Hold |
1,440
| – | – | 0.03% | 218 |
|
|
2019
Q3 | $27K | Hold |
1,440
| – | – | 0.03% | 217 |
|
|
2019
Q2 | $26K | Sell |
1,440
-26,637
| -95% | -$481K | 0.03% | 222 |
|
|
2019
Q1 | $1.47K | Buy |
+28,077
| New | +$1.47K | 0.11% | 98 |
|